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Creative PlanningFinancial advisor in Charlotte, NC

Creative Planning is a financial advisor at 11325 N Community House Rd #125, Charlotte, NC 28277, ranked #15 of 273 financial advisors in Charlotte and rated 4.8 from 52 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (866) 273-2848Website ↗

Key facts

Key facts about Creative Planning
Address11325 N Community House Rd #125, Charlotte, NC 28277Get directions
Phone(866) 273-2848
Websitecreativeplanning.com
Google rating4.8 from 52 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Monroe, Belmont, Mount Holly, Harrisburg and Gastonia.

Based in Charlotte, NCView on map

Questions about Creative Planning

How is Creative Planning ranked in Charlotte?

Creative Planning is ranked #15 of 273 financial advisors in Charlotte by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Creative Planning serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Monroe, Belmont, Mount Holly, Harrisburg and Gastonia. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Creative Planning?

Creative Planning has a rating of 4.8 from 52 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Creative Planning?

Call Creative Planning on (866) 273-2848. The business is at 11325 N Community House Rd #125, Charlotte, NC 28277. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Creative Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Creative Planning (this business)—714.8 (52)——
Linden Thomas & Company#13714.8 (59)YesYes12.0 mi
LB&J Certified Public Accountants#14714.7 (75)NoNo9.8 mi
Hobart Wealth - Financial Planning Services#16714.9 (44)NoNo1.7 mi

See all 273 ranked financial advisors in Charlotte